Cerity Partners’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
3,005
-4,499
| -60% | -$414K | ﹤0.01% | 2192 |
|
|
2025
Q1 | $697K | Sell |
7,504
-5,347
| -42% | -$496K | ﹤0.01% | 1583 |
|
|
2024
Q4 | $1.25M | Sell |
12,851
-262
| -2% | -$25.6K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $1.27M | Buy |
13,113
+2,365
| +22% | +$230K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $821K | Sell |
10,748
-2,369
| -18% | -$181K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $1.11M | Buy |
+13,117
| New | +$1.11M | ﹤0.01% | 1226 |
|
|
2023
Q2 | – | Sell |
-3,594
| Closed | -$256K | – | 1927 |
|
|
2023
Q1 | $256K | Buy |
+3,594
| New | +$256K | ﹤0.01% | 1604 |
|
|
2022
Q4 | – | Sell |
-3,654
| Closed | -$289K | – | 1521 |
|
|
2022
Q3 | $289K | Buy |
3,654
+4
| +0.1% | +$316 | ﹤0.01% | 908 |
|
|
2022
Q2 | $281K | Buy |
3,650
+120
| +3% | +$9.24K | ﹤0.01% | 932 |
|
|
2022
Q1 | $288K | Sell |
3,530
-109
| -3% | -$8.89K | ﹤0.01% | 735 |
|
|
2021
Q4 | $291K | Buy |
3,639
+88
| +2% | +$7.04K | ﹤0.01% | 778 |
|
|
2021
Q3 | $265K | Buy |
3,551
+35
| +1% | +$2.61K | 0.01% | 592 |
|
|
2021
Q2 | $287K | Hold |
3,516
| – | – | 0.01% | 594 |
|
|
2021
Q1 | $276K | Hold |
3,516
| – | – | 0.01% | 570 |
|
|
2020
Q4 | $254K | Buy |
+3,516
| New | +$254K | 0.01% | 554 |
|